# Insightly CRM vs Spotler CRM Comparison | | Insightly CRM | Spotler CRM | |---|---|---| | **Star Rating** | 4.2 out of 5 | 4.4 out of 5 | | **Total Reviews** | 942 | 147 | | **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (89.1% of reviews) | | **Entry Level Price** | $29/ user, per month (billed annually) | $0 per month | --- ## Top Pros & Cons ### Insightly CRM Pros: - Ease of Use (20 reviews) - Easy Customization (8 reviews) Cons: - Learning Curve (7 reviews) - Limited Customization (7 reviews) ### Spotler CRM Pros: - Automation (2 reviews) - Ease of Use (2 reviews) Cons: - Integration Issues (2 reviews) - Lack of Integrations (2 reviews) --- ## Ratings Comparison | Rating | Insightly CRM | Spotler CRM | |---|---|---| | **Meets Requirements** | 8.3 (800 reviews) | 8.4 (124 reviews) | | **Ease of Use** | 8.4 (805 reviews) | 8.9 (126 reviews) | | **Ease of Setup** | 8.3 (361 reviews) | 9.0 (64 reviews) | | **Ease of Admin** | 8.5 (337 reviews) | 9.0 (65 reviews) | | **Quality of Support** | 8.0 (685 reviews) | 9.0 (118 reviews) | | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 9.1 (62 reviews) | | **Product Direction (% positive)** | 8.0 (773 reviews) | 8.5 (127 reviews) | --- ## Pricing ### Insightly CRM #### Entry-Level Pricing Plan: Plus Price: $29 / user, per month (billed annually) [Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing) #### Free Trial Yes ### Spotler CRM #### Entry-Level Pricing Plan: Free Price: $0 per month Description: Free forever! Key Features: - Two Users - 100 Company Records - Unlimited Contacts [Browse all 4 editions](https://www.g2.com/products/spotler-crm/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | 7.8/10 | 732 | | **Spotler CRM** | 8.3/10 | 108 | #### Sales Force Automation | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Contact & Account Management** | 8.5 (628 reviews) ✓ Verified | 8.8 (95 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 9.0 (8 reviews) | | **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.4 (78 reviews) ✓ Verified | | **Task / Activity Management** | 8.1 (627 reviews) ✓ Verified | 8.5 (95 reviews) ✓ Verified | | **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 8.0 (34 reviews) ✓ Verified | | **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 7.6 (52 reviews) ✓ Verified | | **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 8.1 (36 reviews) ✓ Verified | | **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 8.1 (31 reviews) ✓ Verified | | **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 8.6 (51 reviews) | #### Marketing Automation | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 7.7 (41 reviews) ✓ Verified | | **Campaign Management** | Feature Not Available | 7.7 (37 reviews) ✓ Verified | | **Lead Management** | 8.1 (523 reviews) ✓ Verified | 8.5 (51 reviews) ✓ Verified | | **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.6 (29 reviews) ✓ Verified | #### Customer Support | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Case Management** | 7.8 (394 reviews) | 8.7 (44 reviews) ✓ Verified | | **Customer Support Portal** | 7.8 (400 reviews) | 8.7 (45 reviews) ✓ Verified | | **Knowledge Base** | 7.9 (460 reviews) | 8.7 (36 reviews) ✓ Verified | | **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 8.4 (32 reviews) ✓ Verified | | **Support Analytics** | 7.8 (361 reviews) | 8.5 (37 reviews) ✓ Verified | #### Reporting & Analytics | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Reporting** | 7.9 (531 reviews) ✓ Verified | 8.2 (77 reviews) ✓ Verified | | **Dashboards** | 7.9 (554 reviews) ✓ Verified | 8.7 (85 reviews) ✓ Verified | | **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.4 (50 reviews) ✓ Verified | #### Mobile & Social | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.6 (7 reviews) | | **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.6 (7 reviews) | | **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 8.0 (41 reviews) ✓ Verified | #### Platform | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Customization** | 7.9 (317 reviews) ✓ Verified | 8.5 (40 reviews) ✓ Verified | | **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.8 (7 reviews) | | **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.7 (40 reviews) ✓ Verified | | **Internationalization** | 8.0 (215 reviews) ✓ Verified | 7.9 (18 reviews) ✓ Verified | | **Sandbox / Test Environments** | 7.2 (87 reviews) | 8.2 (13 reviews) ✓ Verified | | **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 8.5 (23 reviews) ✓ Verified | | **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 9.2 (42 reviews) ✓ Verified | | **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 8.3 (25 reviews) | #### Integration | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.2 (35 reviews) ✓ Verified | | **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.8 (17 reviews) ✓ Verified | | **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 7.4 (15 reviews) ✓ Verified | #### Generative AI | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **AI Text Generation** | 6.9 (27 reviews) | Not enough data | #### Agentic AI - CRM | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Autonomous Task Execution** | 7.6 (7 reviews) | Not enough data | | **Multi-step Planning** | 8.3 (7 reviews) | Not enough data | | **Cross-system Integration** | 8.1 (8 reviews) | Not enough data | | **Adaptive Learning** | 8.3 (8 reviews) | Not enough data | | **Natural Language Interaction** | 8.1 (7 reviews) | Not enough data | | **Proactive Assistance** | 7.4 (7 reviews) | Not enough data | | **Decision Making** | 7.6 (7 reviews) | Not enough data | ### Help Desk | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **Spotler CRM** | N/A | N/A | #### Ticket and Case Management | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Ticket creation user experience** | Not enough data | Feature Not Available | | **Ticket response user experience** | Not enough data | Feature Not Available | | **Workflow** | Not enough data | Not enough data | | **Response Automation** | Not enough data | Not enough data | | **SLA Management** | Not enough data | Not enough data | | **Attachments/Screencasts** | Not enough data | Not enough data | | **Ticket Collaboration** | Not enough data | Not enough data | | **Customer and Contacts Database** | Not enough data | Not enough data | #### Generative AI | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - Help Desk | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Communication Channels | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Customer Portal** | Not enough data | Feature Not Available | | **Email to Case** | Not enough data | Not enough data | | **Chat/Live Support** | Not enough data | Feature Not Available | | **Social Integration** | Not enough data | Not enough data | | **Voice** | Not enough data | Not enough data | #### Platform | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Mobile User Support** | Not enough data | Not enough data | | **Customization ** | Not enough data | Feature Not Available | | **User, Role, and Access Management** | Not enough data | Not enough data | | **Integration** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Dashboards** | Not enough data | Not enough data | ### Lead Generation | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **Spotler CRM** | N/A | N/A | #### Lead Generation | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Lead Builder** | Not enough data | Not enough data | | **CRM Integration** | Not enough data | Not enough data | | **Marketing Automation Integration** | Not enough data | Not enough data | | **Social Media Integration** | Not enough data | Not enough data | | **Data Import & Export Tools** | Not enough data | Not enough data | ### Email Template Builder | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **Spotler CRM** | N/A | N/A | #### Templates | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Text and Themes** | Not enough data | Not enough data | | **Stock Images** | Not enough data | Feature Not Available | | **Proofing** | Not enough data | Not enough data | | **Mobile Responsive** | Not enough data | Not enough data | #### Edit | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Pre-Made** | Not enough data | Not enough data | | **Build** | Not enough data | Not enough data | | **HTML** | Not enough data | Feature Not Available | #### Logistics | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Analytics** | Not enough data | Not enough data | | **Issues** | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | | **Shareable Link** | Not enough data | Not enough data | #### Generative AI | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - Email Template Builder | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | ### Lead Capture | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **Spotler CRM** | N/A | N/A | #### Lead Monitoring | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Features** | Not enough data | Not enough data | | **Performance** | Not enough data | Not enough data | | **Identification** | Not enough data | Feature Not Available | #### Agentic AI - Lead Capture | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Data Capture | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Mobile** | Not enough data | Feature Not Available | | **Websites** | Not enough data | Not enough data | | **Social Media** | Not enough data | Not enough data | | **Data** | Not enough data | Feature Not Available | #### Analytics | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Export/Import** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | #### Customization | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Forms** | Not enough data | Not enough data | | **Personalization** | Not enough data | Feature Not Available | | **Templates** | Not enough data | Not enough data | | **Integration** | Not enough data | Not enough data | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | 8.3/10 | 47 | | **Spotler CRM** | N/A | N/A | #### Agentic AI - Sales Analytics | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Data Sourcing | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Data Sourcing** | 8.2 (35 reviews) | Feature Not Available | | **Exporting & Sharing Data** | 8.6 (43 reviews) | Feature Not Available | | **Multi-Device Data Visualization** | 8.3 (35 reviews) | Feature Not Available | | **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | | **Data Segmentation** | 8.0 (36 reviews) | Not enough data | #### Predictive Analytics | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Lead Scoring** | 7.9 (37 reviews) | Feature Not Available | | **Opportunity Scoring** | 7.9 (38 reviews) | Feature Not Available | | **Risk Analysis** | 7.8 (33 reviews) | Feature Not Available | | **Live Forecasting** | 7.8 (35 reviews) | Not enough data | #### Sales Management | Feature | Insightly CRM | Spotler CRM | |---|---|---| | **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | | **Sales Gamification** | 8.1 (30 reviews) | Feature Not Available | | **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | | **Activity Tracking** | 8.8 (39 reviews) | Not enough data | --- ## Categories **Shared Categories (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Unique to Spotler CRM (3):** [Email Template Builder Software](https://www.g2.com/categories/email-template-builder), [Help Desk Software](https://www.g2.com/categories/help-desk), [Lead Capture Software](https://www.g2.com/categories/lead-capture) --- ## Reviewer Demographics ### By Company Size | Segment | Insightly CRM | Spotler CRM | |---|---|---| | **Small-Business** | 73.2% | 89.1% | | **Mid-Market** | 20.2% | 9.4% | | **Enterprise** | 6.6% | 1.4% | ### By Industry #### Insightly CRM - **Marketing and Advertising:** 10.0% - **Information Technology and Services:** 6.2% - **Construction:** 4.8% - **Computer Software:** 4.0% - **Financial Services:** 3.9% - **Real Estate:** 3.5% - **Management Consulting:** 3.3% - **Non-Profit Organization Management:** 2.7% - **Accounting:** 2.5% - **Education Management:** 2.5% - **Other:** 56.7% #### Spotler CRM - **Information Technology and Services:** 13.5% - **Financial Services:** 5.7% - **Health, Wellness and Fitness:** 5.7% - **Insurance:** 4.3% - **Computer Software:** 3.5% - **Mechanical or Industrial Engineering:** 2.8% - **Marketing and Advertising:** 2.8% - **Education Management:** 2.8% - **Hospitality:** 2.8% - **Hospital & Health Care:** 2.8% - **Other:** 53.2% --- ## Alternatives ### Alternatives to Insightly CRM - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews) ### Alternatives to Spotler CRM - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) — 4.3/5 stars (415 reviews) - [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews) - [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (313 reviews) --- ## Top Discussions ### Insightly CRM - Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..." - Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. " - Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..." - Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..." - Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..." ### Spotler CRM - Title: [How do you input branch locations of a company. You can't enter the same account name twice.](https://www.g2.com/discussions/32987-how-do-you-input-branch-locations-of-a-company-you-can-t-enter-the-same-account-name-twice) — 1 comment, 1 upvote > **Top comment:** "Hi David! You have a couple of options depending on how you interact with the different branches of a company. One option is to name an account by..." - Title: [Can I access the system on my smartphone?](https://www.g2.com/discussions/can-i-access-the-system-on-my-smartphone) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Really Simple Systems CRM run on all desktops and laptops as well as any smartphone devices or tablet, functioning as a mobile CRM that will adapt to the..." - Title: [How safe is my data?](https://www.g2.com/discussions/how-safe-is-my-data-f3f8c20c-1d08-4681-8827-9f6bd958d895) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "It is very safe. We host 1,000’s of people’s data including lawyers and government agencies and we take data security very seriously. The data is legally..." - Title: [What is Cloud CRM?](https://www.g2.com/discussions/what-is-cloud-crm) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Traditionally, all CRM systems were in-house applications, that is they were installed and ran on servers within the organisation. Nowadays, newer CRM..." - Title: [What's the catch with the Free ECRM?](https://www.g2.com/discussions/1586-what-s-the-catch-with-the-free-ecrm) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "There isn’t one – honest! With Really Simple Systems Free CRM, you are limited to two Users, 100 Accounts (Companies) and 100Mb document storage (for Word..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-spotler-crm)